Automated employee data updates

It’s likely that your human resource management system (HRMS) can be configured to export your employee data to a file formatted for OrgPlus RealTime, which supports .txt, .csv, .xls and .xlsx. Once you’ve exported employee data from your HRMS, you need to set up your FTP client and built-in scheduler to automatically transfer your employee data source to Insperity’s FTP mailbox.

Set up the secure FTP transfer to the Insperity FTP mailbox

The FTP transfer uses a secure and managed file transfer application. This application may be an installed client application or a cloud application, depending on vendor and product. Once configured, the FTP client will transfer the employee data source file to your unique Insperity FTP mailbox at the scheduled time.

To use employee photos, set up the FTP client scheduler to transfer those photos to Insperity’s FTP mailbox. Your photos need to be transferred to the folder within the Insperity FTP mailbox labeled “images.”

12. Click Trust this Certificate and OK to accept the Insperity certificate.

13. Open the data folder on the right-hand side (destination).
14. Choose the employee data source file or photo files on the left-hand side (source).
15. Click the right pointing arrow in the center.
Please note that your employee data source file name must match the file name of the data source originally uploaded for the domain.

Tip: Most FTP clients allow incremental transfers for only new files or files that have changed.

16. Configure the FTP client scheduler in accordance with the application used, if applicable.